The ongoing Iran war and de facto closure of the Strait of Hormuz have triggered a fresh surge in oil and gas prices, with ripple effects spreading into fertilizer markets […]
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Category: Cereals-en
Polish Grain Prices Slide to 2000s Levels as Policy Cost Shock Squeezes Farm Margins
Polish farmgate prices for key cereals and milk have dropped back toward levels last seen in the mid‑2000s, while input and financing costs remain structurally elevated. The resulting squeeze on […]
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Mexico’s Sorghum Collapse Tightens Global Feed Grain Balance
Mexico’s sorghum production has plunged to a 31‑year low, tightening the global sorghum balance and supporting a firmer tone in regional feed grain markets into mid‑2026. While Europe is not […]
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Hormuz Shipping Paralysis and Saudi Supply Shock Ignite Cross-Commodity Risk for Global Agri-Markets
Global agricultural markets are facing a compounded energy and logistics shock as tanker and dry bulk traffic through the Strait of Hormuz remains a fraction of normal levels despite a […]
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Global Wheat Surplus Builds as EU and Black Sea Crops Rebound
Global wheat supply is shifting decisively into surplus as the USDA now sees a record 2025/26 crop, led by a sharp recovery in the EU and stronger Russian, Indian, Canadian […]
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South Africa’s Near‑Record Corn Harvest Sets a Softer Price Tone
South Africa is heading for its second-largest corn harvest on record in 2025/26, reinforcing a globally well‑supplied coarse grains balance and tilting the price risk mildly to the downside. Local […]
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Corn Market at a Structural Crossroads as Prices Drift Sideways
Corn markets are trading in a calm but fragile range, with Chicago futures anchored near long‑run equilibrium while structural changes in acreage, ethanol demand and emerging‑market consumption quietly reshape the […]
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Indian Basmati Rice Firms as Paddy Tightens and Export Buying Returns
Indian premium basmati rice prices have turned quietly but decisively firmer, as stronger exporter demand and a tightening paddy market push key grades modestly higher and establish a well-supported price […]
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Flat Sorghum Prices in Odesa as Logistics and Weather Risks Loom
Sorghum prices in Odesa are holding steady in euro terms, with no meaningful move over the past month, as limited spot liquidity and balanced local supply-demand keep quotations in a […]
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Ukrainian Rye FOB Odesa: Flat Prices Amid Port Risks and Cool Spring Weather
Ukrainian rye export prices FOB Odesa are holding flat, with no visible reaction so far to recent security incidents around Odesa ports and a cool, delayed spring. Market activity remains […]
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